April 2012 – Quarterly Investment Newsletter. Bonds: The Challenge Ahead
Bonds. Boring, right? Well, as I have written in previous newsletters, they play a pivotal role in your portfolio.
“First of all, what are bonds?” you ask. Not a dumb question. I would say most people don’t understand how bonds work. … Continue reading
Headlines Screamed Terror Again in 2011. What Actually Happened? – Year End Newsletter
Happy New Year, everyone! Welcome to another exciting year of investing. It will no doubt be packed with rousing headlines like we saw in 2011, especially considering it’s an election year.
What a time to be a money manager. With the … Continue reading
Investors are Mad as Hell – October 2011 Newsletter
I was reading the WSJ this weekend and thought we should address this market volatility issue. When I say volatility, I mean the frequent ups and downs in the value of your stock portfolio over the last few months. Some … Continue reading
Is the Party Over Before It Really Got Started Again? – January 2011 Newsletter
Is The Party Over Before It Really Got Started Again?
As the chart at the bottom displays, 2010 offered an interesting mix of positive and negative news as investors around the world eagerly anticipated signs of economic recovery and financial stabilization.
While … Continue reading
Common Questions
Newsletter Article 2nd Quarter 2009
As the head of Redwood’s Investment Policy Committee, I am often asked about our investment strategy during these volatile times. The same questions regarding our methods keep coming up so I want to address … Continue reading
Gold: The New Sexy
Gold: The New Sexy
Technology, China, Real Estate, now GOLD.
There has been a lot of noise lately about the wisdom of using gold in client portfolios. As usual, the proponents of using gold make it sound as if buying gold is … Continue reading
A Dying Banker’s Last Instructions- The New York Times
Ther are no one-handed push-ups or headstands on the yoga mat for Gordon Murray anymore…..decided to cease all treatment… Continue reading
State of the Markets and Your Redwood Portfolio in Uncertain Times – July 2010 Newsletter
Recent events dominating headlines and the airwaves can make investing today sound downright scary. The BP oil spill. The Greek debt crisis. Terrorism. Double-dip recession.
News like this can make investors reevaluate their portfolios and consider stuffing cold hard cash into a … Continue reading
State of the Markets and the Redwood Portfolio – May 2010 Newsletter
State of the Markets and the Redwood Portfolio
Once again, the markets over the past several months have provided an interesting ride. After a slow start during the first quarter, volatility returned particularly when the nation of Greece began having economic … Continue reading
